Andrew Bekoff
@techguy.bsky.social
investment strategist, technician, trader, designer of the Bloomberg equity product, avid reader, history buff Phily sports advocate and global traveler.
Early look 11-12-25
Spu+23, Naz +153, DJI +113
10yr 4.08%, JGB10 1.69%
Crude-1.36%, Gold+.51%, SLV +1.54%
BTC+1.96% 104.9K
UPgrades: CMPO,ETOR, FND, GRAL, ICHR,
NTIOF, OUT, PGNY, RLJ, T
Downgrades: BBWI, BHF, CSR, DAVA, FTNT,
NTLA,QUIK, UMC
Spu+23, Naz +153, DJI +113
10yr 4.08%, JGB10 1.69%
Crude-1.36%, Gold+.51%, SLV +1.54%
BTC+1.96% 104.9K
UPgrades: CMPO,ETOR, FND, GRAL, ICHR,
NTIOF, OUT, PGNY, RLJ, T
Downgrades: BBWI, BHF, CSR, DAVA, FTNT,
NTLA,QUIK, UMC
November 12, 2025 at 1:38 PM
Early look 11-12-25
Spu+23, Naz +153, DJI +113
10yr 4.08%, JGB10 1.69%
Crude-1.36%, Gold+.51%, SLV +1.54%
BTC+1.96% 104.9K
UPgrades: CMPO,ETOR, FND, GRAL, ICHR,
NTIOF, OUT, PGNY, RLJ, T
Downgrades: BBWI, BHF, CSR, DAVA, FTNT,
NTLA,QUIK, UMC
Spu+23, Naz +153, DJI +113
10yr 4.08%, JGB10 1.69%
Crude-1.36%, Gold+.51%, SLV +1.54%
BTC+1.96% 104.9K
UPgrades: CMPO,ETOR, FND, GRAL, ICHR,
NTIOF, OUT, PGNY, RLJ, T
Downgrades: BBWI, BHF, CSR, DAVA, FTNT,
NTLA,QUIK, UMC
MOC small to the sell-side
November 11, 2025 at 8:36 PM
MOC small to the sell-side
Early look 11-11-25
Spu-13, Naz -92, DJI+35
10-yr 4.12% JGB10 1.69%
Crude+.6%, Gold+.53%, Slv +1.21%
Copper -.85%, BTC-1.37%
Early movers-CRWV-9% BBAi+18%
UPgrades: BOH, CART, COGT, CTEL, AS, ETOR, FHB, HOOD,
KOD, LIN, OUT, QRVO, RHHBY, SWKS, VSAT
DNgrades: CRWV, HST, KRG, MOS,
NTLA, SPSC, VAC
Spu-13, Naz -92, DJI+35
10-yr 4.12% JGB10 1.69%
Crude+.6%, Gold+.53%, Slv +1.21%
Copper -.85%, BTC-1.37%
Early movers-CRWV-9% BBAi+18%
UPgrades: BOH, CART, COGT, CTEL, AS, ETOR, FHB, HOOD,
KOD, LIN, OUT, QRVO, RHHBY, SWKS, VSAT
DNgrades: CRWV, HST, KRG, MOS,
NTLA, SPSC, VAC
November 11, 2025 at 1:27 PM
Early look 11-11-25
Spu-13, Naz -92, DJI+35
10-yr 4.12% JGB10 1.69%
Crude+.6%, Gold+.53%, Slv +1.21%
Copper -.85%, BTC-1.37%
Early movers-CRWV-9% BBAi+18%
UPgrades: BOH, CART, COGT, CTEL, AS, ETOR, FHB, HOOD,
KOD, LIN, OUT, QRVO, RHHBY, SWKS, VSAT
DNgrades: CRWV, HST, KRG, MOS,
NTLA, SPSC, VAC
Spu-13, Naz -92, DJI+35
10-yr 4.12% JGB10 1.69%
Crude+.6%, Gold+.53%, Slv +1.21%
Copper -.85%, BTC-1.37%
Early movers-CRWV-9% BBAi+18%
UPgrades: BOH, CART, COGT, CTEL, AS, ETOR, FHB, HOOD,
KOD, LIN, OUT, QRVO, RHHBY, SWKS, VSAT
DNgrades: CRWV, HST, KRG, MOS,
NTLA, SPSC, VAC
@hmeisler.bsky.social MOC mow $1.3B for sale. GO BIRDS 🦅
November 10, 2025 at 8:41 PM
@hmeisler.bsky.social MOC mow $1.3B for sale. GO BIRDS 🦅
@hmeisler.bsky.social MOC small for sale. GO BIRDS 🦅
November 10, 2025 at 8:37 PM
@hmeisler.bsky.social MOC small for sale. GO BIRDS 🦅
Early look 11-10-25
Spu+61, Naz +357, DJI+173
10-yr 4.13%, JPN10 1.7%
Crude+.47%, Gold +2.35% SLV +4%
BTC+1.3%
Upgrades: AMCX, ARRY, CF, CLS, COIN,
LC, MP, PIPR, RUN, TDC, TRNO, WPM,
Downgrades: AAOI, ACVA, PEB, HUBS,
JD, KMX, MFIC, PCH, TREX, TTEC
Spu+61, Naz +357, DJI+173
10-yr 4.13%, JPN10 1.7%
Crude+.47%, Gold +2.35% SLV +4%
BTC+1.3%
Upgrades: AMCX, ARRY, CF, CLS, COIN,
LC, MP, PIPR, RUN, TDC, TRNO, WPM,
Downgrades: AAOI, ACVA, PEB, HUBS,
JD, KMX, MFIC, PCH, TREX, TTEC
November 10, 2025 at 2:19 PM
Early look 11-10-25
Spu+61, Naz +357, DJI+173
10-yr 4.13%, JPN10 1.7%
Crude+.47%, Gold +2.35% SLV +4%
BTC+1.3%
Upgrades: AMCX, ARRY, CF, CLS, COIN,
LC, MP, PIPR, RUN, TDC, TRNO, WPM,
Downgrades: AAOI, ACVA, PEB, HUBS,
JD, KMX, MFIC, PCH, TREX, TTEC
Spu+61, Naz +357, DJI+173
10-yr 4.13%, JPN10 1.7%
Crude+.47%, Gold +2.35% SLV +4%
BTC+1.3%
Upgrades: AMCX, ARRY, CF, CLS, COIN,
LC, MP, PIPR, RUN, TDC, TRNO, WPM,
Downgrades: AAOI, ACVA, PEB, HUBS,
JD, KMX, MFIC, PCH, TREX, TTEC
@hmeisler.bsky.social MOC small to go. Have a great weekend.
November 7, 2025 at 8:38 PM
@hmeisler.bsky.social MOC small to go. Have a great weekend.
Early look 11-7-25
Spu-21, Naz-123, DJI-117
10-yr 4.085%, JGB10 1.67%
crude+.84%, Gold+.25%, Slv +.79%
BTC-1.46%
Early moves: GMED +30%, FROG +24%, EXPE+16% AFRM+11% GRND +8%,
OPEN -23%, SQ-15%, DKNG-6.5%, MP -7%
UP; ASML, BKH, BLMN, DDOG, EXPE, HST, PENN, TRP, U
DN; ABCL, CCOI, KMX, NTLA, PENN
Spu-21, Naz-123, DJI-117
10-yr 4.085%, JGB10 1.67%
crude+.84%, Gold+.25%, Slv +.79%
BTC-1.46%
Early moves: GMED +30%, FROG +24%, EXPE+16% AFRM+11% GRND +8%,
OPEN -23%, SQ-15%, DKNG-6.5%, MP -7%
UP; ASML, BKH, BLMN, DDOG, EXPE, HST, PENN, TRP, U
DN; ABCL, CCOI, KMX, NTLA, PENN
November 7, 2025 at 1:22 PM
Early look 11-7-25
Spu-21, Naz-123, DJI-117
10-yr 4.085%, JGB10 1.67%
crude+.84%, Gold+.25%, Slv +.79%
BTC-1.46%
Early moves: GMED +30%, FROG +24%, EXPE+16% AFRM+11% GRND +8%,
OPEN -23%, SQ-15%, DKNG-6.5%, MP -7%
UP; ASML, BKH, BLMN, DDOG, EXPE, HST, PENN, TRP, U
DN; ABCL, CCOI, KMX, NTLA, PENN
Spu-21, Naz-123, DJI-117
10-yr 4.085%, JGB10 1.67%
crude+.84%, Gold+.25%, Slv +.79%
BTC-1.46%
Early moves: GMED +30%, FROG +24%, EXPE+16% AFRM+11% GRND +8%,
OPEN -23%, SQ-15%, DKNG-6.5%, MP -7%
UP; ASML, BKH, BLMN, DDOG, EXPE, HST, PENN, TRP, U
DN; ABCL, CCOI, KMX, NTLA, PENN
@hmeisler.bsky.social MOC ~1.5B for sale
November 6, 2025 at 8:47 PM
@hmeisler.bsky.social MOC ~1.5B for sale
Early look 11-6-25
Spu+13, Naz +47, DJI+33
10yr 4.136%, JGB10 1.68%
crude+.89%, Gold +.54%
SLV +.67%, BTC-1.02%
UP: LZ +25%, FSLY+21%, SNAP +20%
DN: DUOL-25%, ELF-22%, RDW-13%, ACHC -13%
Up: BG, CAT, DOCN, HLNE, GXO, LZ, PEG
SMCI, SMG, SU
Down: ACVA, ARCB, COHR, ES, KMX, LINE,
PRGO, TIMB, ZBH
Spu+13, Naz +47, DJI+33
10yr 4.136%, JGB10 1.68%
crude+.89%, Gold +.54%
SLV +.67%, BTC-1.02%
UP: LZ +25%, FSLY+21%, SNAP +20%
DN: DUOL-25%, ELF-22%, RDW-13%, ACHC -13%
Up: BG, CAT, DOCN, HLNE, GXO, LZ, PEG
SMCI, SMG, SU
Down: ACVA, ARCB, COHR, ES, KMX, LINE,
PRGO, TIMB, ZBH
November 6, 2025 at 1:30 PM
Early look 11-6-25
Spu+13, Naz +47, DJI+33
10yr 4.136%, JGB10 1.68%
crude+.89%, Gold +.54%
SLV +.67%, BTC-1.02%
UP: LZ +25%, FSLY+21%, SNAP +20%
DN: DUOL-25%, ELF-22%, RDW-13%, ACHC -13%
Up: BG, CAT, DOCN, HLNE, GXO, LZ, PEG
SMCI, SMG, SU
Down: ACVA, ARCB, COHR, ES, KMX, LINE,
PRGO, TIMB, ZBH
Spu+13, Naz +47, DJI+33
10yr 4.136%, JGB10 1.68%
crude+.89%, Gold +.54%
SLV +.67%, BTC-1.02%
UP: LZ +25%, FSLY+21%, SNAP +20%
DN: DUOL-25%, ELF-22%, RDW-13%, ACHC -13%
Up: BG, CAT, DOCN, HLNE, GXO, LZ, PEG
SMCI, SMG, SU
Down: ACVA, ARCB, COHR, ES, KMX, LINE,
PRGO, TIMB, ZBH
Early look 11-5-25
SPU -5, NAZ -28, DJI +13
10-yr 4.097%, JGB10 1.66%
Crude -.4%, Gold+.57%, BTC +1.78%
Market movers
UP: U +16.2%, LITE +15.4%, IAG +9.8%, PTCT +6.3%
DN: TREX -37%, PINS -19%, ANET -9.6%, SMCI -7.6%,
AMD -2.3%
Upgrades; AWK, BCC, MDGL, NET, ORLY, YUM
DN: ADM, AUPH, MOS, SO, TRX
SPU -5, NAZ -28, DJI +13
10-yr 4.097%, JGB10 1.66%
Crude -.4%, Gold+.57%, BTC +1.78%
Market movers
UP: U +16.2%, LITE +15.4%, IAG +9.8%, PTCT +6.3%
DN: TREX -37%, PINS -19%, ANET -9.6%, SMCI -7.6%,
AMD -2.3%
Upgrades; AWK, BCC, MDGL, NET, ORLY, YUM
DN: ADM, AUPH, MOS, SO, TRX
November 5, 2025 at 1:38 PM
Early look 11-5-25
SPU -5, NAZ -28, DJI +13
10-yr 4.097%, JGB10 1.66%
Crude -.4%, Gold+.57%, BTC +1.78%
Market movers
UP: U +16.2%, LITE +15.4%, IAG +9.8%, PTCT +6.3%
DN: TREX -37%, PINS -19%, ANET -9.6%, SMCI -7.6%,
AMD -2.3%
Upgrades; AWK, BCC, MDGL, NET, ORLY, YUM
DN: ADM, AUPH, MOS, SO, TRX
SPU -5, NAZ -28, DJI +13
10-yr 4.097%, JGB10 1.66%
Crude -.4%, Gold+.57%, BTC +1.78%
Market movers
UP: U +16.2%, LITE +15.4%, IAG +9.8%, PTCT +6.3%
DN: TREX -37%, PINS -19%, ANET -9.6%, SMCI -7.6%,
AMD -2.3%
Upgrades; AWK, BCC, MDGL, NET, ORLY, YUM
DN: ADM, AUPH, MOS, SO, TRX
@hmeisler.bsky.social MOC small to
The sell side maybe $500M
The sell side maybe $500M
November 4, 2025 at 8:43 PM
@hmeisler.bsky.social MOC small to
The sell side maybe $500M
The sell side maybe $500M
Early 👀11-4-25
Spu-71, Naz-370, DJI -282
10-yr 4.097% JGB10 1.712%(52-wk high) Crude -1.28%,gold-.48%
SLV-1.3%Copper-3%
BTC -2.6%
Pre Market MOVERS:
UP: UPWK+19%, SGHC+12.7%, HSIC+8%, GPN +6.4%, CLX +3%
DN: SRPT -35%, ZOE -12%, UUUU -10.5%, ADM-8%, PLTR -8% HOOD -4.3% CCJ -4.1%
Spu-71, Naz-370, DJI -282
10-yr 4.097% JGB10 1.712%(52-wk high) Crude -1.28%,gold-.48%
SLV-1.3%Copper-3%
BTC -2.6%
Pre Market MOVERS:
UP: UPWK+19%, SGHC+12.7%, HSIC+8%, GPN +6.4%, CLX +3%
DN: SRPT -35%, ZOE -12%, UUUU -10.5%, ADM-8%, PLTR -8% HOOD -4.3% CCJ -4.1%
November 4, 2025 at 1:29 PM
Early 👀11-4-25
Spu-71, Naz-370, DJI -282
10-yr 4.097% JGB10 1.712%(52-wk high) Crude -1.28%,gold-.48%
SLV-1.3%Copper-3%
BTC -2.6%
Pre Market MOVERS:
UP: UPWK+19%, SGHC+12.7%, HSIC+8%, GPN +6.4%, CLX +3%
DN: SRPT -35%, ZOE -12%, UUUU -10.5%, ADM-8%, PLTR -8% HOOD -4.3% CCJ -4.1%
Spu-71, Naz-370, DJI -282
10-yr 4.097% JGB10 1.712%(52-wk high) Crude -1.28%,gold-.48%
SLV-1.3%Copper-3%
BTC -2.6%
Pre Market MOVERS:
UP: UPWK+19%, SGHC+12.7%, HSIC+8%, GPN +6.4%, CLX +3%
DN: SRPT -35%, ZOE -12%, UUUU -10.5%, ADM-8%, PLTR -8% HOOD -4.3% CCJ -4.1%
Early👀11-3-25
Spu+19, Naz+155, DJI -12
10-yr 4.09% JGB10 1.665%
Crude -.16%, Gold +.65%
SLV+.62% BTC-2%
Pre-Market: IREN+21%, KVUE +21%, CIFR +17%, KVUE + 20%, IDXX +8.3% CORZ +6.8%, PLTR +2.7%, NVDA+1.9%
DOWN: QURE - 67%, BHVN -27%, NCEL -19% KMB -13%
Spu+19, Naz+155, DJI -12
10-yr 4.09% JGB10 1.665%
Crude -.16%, Gold +.65%
SLV+.62% BTC-2%
Pre-Market: IREN+21%, KVUE +21%, CIFR +17%, KVUE + 20%, IDXX +8.3% CORZ +6.8%, PLTR +2.7%, NVDA+1.9%
DOWN: QURE - 67%, BHVN -27%, NCEL -19% KMB -13%
November 3, 2025 at 1:07 PM
Early👀11-3-25
Spu+19, Naz+155, DJI -12
10-yr 4.09% JGB10 1.665%
Crude -.16%, Gold +.65%
SLV+.62% BTC-2%
Pre-Market: IREN+21%, KVUE +21%, CIFR +17%, KVUE + 20%, IDXX +8.3% CORZ +6.8%, PLTR +2.7%, NVDA+1.9%
DOWN: QURE - 67%, BHVN -27%, NCEL -19% KMB -13%
Spu+19, Naz+155, DJI -12
10-yr 4.09% JGB10 1.665%
Crude -.16%, Gold +.65%
SLV+.62% BTC-2%
Pre-Market: IREN+21%, KVUE +21%, CIFR +17%, KVUE + 20%, IDXX +8.3% CORZ +6.8%, PLTR +2.7%, NVDA+1.9%
DOWN: QURE - 67%, BHVN -27%, NCEL -19% KMB -13%
@hmeisler.bsky.social MOC $1.9B to buy. Have a great weekend
October 31, 2025 at 7:41 PM
@hmeisler.bsky.social MOC $1.9B to buy. Have a great weekend
@hmeisler.bsky.social very early $900M to buy, end of month
October 31, 2025 at 7:10 PM
@hmeisler.bsky.social very early $900M to buy, end of month
@hmeisler.bsky.social META, first
Of the horsemen to throw a shoe!
Of the horsemen to throw a shoe!
October 31, 2025 at 6:46 PM
@hmeisler.bsky.social META, first
Of the horsemen to throw a shoe!
Of the horsemen to throw a shoe!
@hmeisler.bsky.social now small to buy!
October 30, 2025 at 7:39 PM
@hmeisler.bsky.social now small to buy!
@hmeisler.bsky.social small for sale MOC
October 30, 2025 at 7:37 PM
@hmeisler.bsky.social small for sale MOC
@hmeisler.bsky.social moc small for sale , VIX high of session
October 29, 2025 at 7:37 PM
@hmeisler.bsky.social moc small for sale , VIX high of session
@hmeisler.bsky.social small to buy. Decliners 8:5
October 28, 2025 at 7:37 PM
@hmeisler.bsky.social small to buy. Decliners 8:5
Early👀10-28-25
Spu +6, Naz +43, DJI +200
10-yr 3.983%, JGB10 1.644%
Crude -1.39% Gold -1.93%
SLV -.6% BTC-.56%
UP Movers: PYPL +16%, CCJ+15%, UPS +12%, SKWS +12%, QRVO +11.5%, UEC +6%
SHW +5.6%, UNH +4.9%, REGN +4.7%, SOFI+3%
DN Movers: A -10%, FFIV -9.8%, ARE -8.7%, RCL -8.4%, GLW -5.5% EG -6.7%
Spu +6, Naz +43, DJI +200
10-yr 3.983%, JGB10 1.644%
Crude -1.39% Gold -1.93%
SLV -.6% BTC-.56%
UP Movers: PYPL +16%, CCJ+15%, UPS +12%, SKWS +12%, QRVO +11.5%, UEC +6%
SHW +5.6%, UNH +4.9%, REGN +4.7%, SOFI+3%
DN Movers: A -10%, FFIV -9.8%, ARE -8.7%, RCL -8.4%, GLW -5.5% EG -6.7%
October 28, 2025 at 12:27 PM
Early👀10-28-25
Spu +6, Naz +43, DJI +200
10-yr 3.983%, JGB10 1.644%
Crude -1.39% Gold -1.93%
SLV -.6% BTC-.56%
UP Movers: PYPL +16%, CCJ+15%, UPS +12%, SKWS +12%, QRVO +11.5%, UEC +6%
SHW +5.6%, UNH +4.9%, REGN +4.7%, SOFI+3%
DN Movers: A -10%, FFIV -9.8%, ARE -8.7%, RCL -8.4%, GLW -5.5% EG -6.7%
Spu +6, Naz +43, DJI +200
10-yr 3.983%, JGB10 1.644%
Crude -1.39% Gold -1.93%
SLV -.6% BTC-.56%
UP Movers: PYPL +16%, CCJ+15%, UPS +12%, SKWS +12%, QRVO +11.5%, UEC +6%
SHW +5.6%, UNH +4.9%, REGN +4.7%, SOFI+3%
DN Movers: A -10%, FFIV -9.8%, ARE -8.7%, RCL -8.4%, GLW -5.5% EG -6.7%
October 27, 2025 at 7:48 PM
@hmeisler.bsky.social MOC $700M to buy.
October 27, 2025 at 7:32 PM
@hmeisler.bsky.social MOC $700M to buy.